Goal:
Adding a discount to a purchase order
Adding a credit memo or refund to a bill
How to add a discount
Steps:
There are two possible options to add a credit/discount to an item within Procurify. You can add a Discount to a Purchase order, and you can add a Credit to a Bill.
First Option: Adding a discount within a Purchase Order
Navigate to Procurement → Purchase Orders
Select the applicable Purchase Order
Scroll down and click Revise PO
Enter the discount into the Discount field by either % or by dollar value (the drop-down to the right)
Click Save Purchase Order
Second Option: Adding a credit within a Bill
Navigate to Accounts Payable → Create New Bill
If you have already created a bill for the item, navigate to the bill and click Fix Bill to revise it. Then skip to step 5.
Add the applicable items to the Bill
Click + New Item
Fill in the discount regarding the credit/discount
In the Unit Cost field enter a negative credit amount
Click Submit
You should now see the discount reflected in the Total Cost
Tips!
If the Purchase Order is Closed, it must be Re-opened in order to Revise & add a discount.